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Adding Accounts to Dashboard for Existing Contacts
Select "+New" You will see a list of all Contacts that do not yet have dashboard accounts. Check the box to the right of each contact you want to add. Click “Continue” Select Account Type for each user or click “Set All” to choose the same account ...
Adding Accounts to Dashboard for New Contacts
Click Accounts>Dashboard Click "+ New" Click "+ Create account(s) for new contact(s) Enter first name, last name, email, account type, contact type Click "Create Accounts" *To add more than one account at a time, select "+Add Account" button on the ...
Adding Students in Bulk
Under “People”, click “Students” Click “Import” to open a pop-up Click to download the XLSX file Fill the XLSX sheet Upload the XLSX Choose desired “Import Settings” in the lower left corner, then click “Continue” Review the data and click “Continue” ...
Exporting Contacts
In the Dashboard click "Contacts Click "Export"
Adding a Reporter Account
New Contacts: 1. Click Accounts > Reports > Select "+ New" near the upper right-hand side. 2. Click "+ Create account(s) for new contact(s) 3. Enter first name, last name, email, account type, contact type 4. Click "Create Accounts" *To add more ...